Never has it been more important to read Wealth: Grow It, Protect It, Spend It, and Share It. More of us have created more wealth today than ever before; managing our retirement assets is increasingly our own responsibility; and America is bracing for the largest intergenerational transfer of wealth in history. Added to this are the recent financial scandals which have left us confused about who to trust for good investment and wealth management advice. And because most advisors are specialists, the critical task of integrating the varied aspects of wealth management falls on our shoulders. Written by Stuart Lucas, an experienced investment professional, Carnation Company heir, and now manager of his family’s fortune, Wealth:
• Helps you to ntegrate the financial and family aspects of wealth management into an actionable, coherent whole;
• Provides the tools and information you need to take charge of your wealth, so that your advisors and your money are working toward achieving your goals;
• Addresses family relationships and values, preparing your children for affluence, the motives of advisors, spending, philanthropy, taxes, estate planning, investment strategies, and more.
In short, Wealth is the definitive guide to optimizing your financial future. The lessons of Wealth apply whether you have $100,000 or $100,000,000, whether your goal is to safeguard assets to last your lifetime or to create a financial legacy that will continue for generations.
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STUART LUCAS has lived a double life for 25 years, both as a member of one of America’s wealthiest families and as a senior executive in prestigious wealth management and investment firms.
Lucas is a fourth-generation heir of E.A. Stuart, founder of the Carnation Company, best known as the maker of such all-American food products as Carnation evaporated milk, and Coffee-Mate non-dairy creamer. In 1985, the Stuart family sold Carnation to Nestlé.
Today, Lucas takes an active role in co-managing his family’s investment office. He is also Chairman of Wealth Strategist Network LLC, an independent provider of strategic wealth management educational services to individuals, families and financial institutions. An accomplished speaker and educator, Lucas designed and teaches the Private Wealth Management executive education course at the University of Chicago. He has also been regularly featured in the news media–including CNBC, Newsweek, Bloomberg, Business Week, and Worth magazine.
Formerly Senior Managing Director of the private client services group at Bank One, General Manager of the European operations of Wellington Management Company, and Assistant Portfolio Manager of a Forbes Honor Roll mutual fund, Lucas has not only managed wealth management organizations, but has also been an effective investor.
Lucas holds an MBA from Harvard Business School, a BA from Dartmouth College, and is a Chartered Financial Analyst.
For more information, visit this website: www.WealthStrategistNetwork.com
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